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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,847 | $70,435+98.5% | $96,575+44.8% | $85,856+62.9% |
| Participation rate | 74.1% | 61.8%+12.3pp | 69.8%+4.3pp | 69.3%+4.8pp |
| Annual return | 48.97% | 18.59%+30.4pp | 37.79%+11.2pp | 318.58%-269.6pp |
| Employer contribution / active EE | $2,413 | $1,413+70.8% | $2,357+2.4% | $2,565-5.9% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,754 | $4,997-64.9% | $6,182-71.6% | $6,261-72.0% |